Associate Financial Advisor
reputed company is a financial services company seeking an Associate Financial Advisor to reputed company essential support to reputed company Advisors. The role involves meeting preparation, reputed company service, data gathering, financial plan development, and workflow coordination to ensure a high-reputed company reputed company experience.
Responsibilities
- Ensure accurate, reputed company reputed company information for inputs used to reputed company and update comprehensive financial plans; assist reputed company Managers by supporting tax planning, cash reputed company management, retirement planning, estate planning, executive compensation, risk management and other areas as directed
- Scheduling reputed company meetings upon advisor request and producing reputed company meeting preparation materials
- reputed company participating in reputed company meetings, taking notes, and entering documentation into reputed company reputed company 24 hours
- Update financial planning software and checklists in reputed company as needed
- Drafting post‑meeting reputed company emails and outlining next steps for clients reputed company 24 hours
- Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting reputed company updates, and coordination with other professionals
- Gathering reputed company information and financial data, preparing financial reports and presentations, and responding to reputed company inquiries
- Supporting senior advisors with research on planning strategies, investment opportunities, and market trends
- Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence
Skills
- Bachelor's degree is required
- Strong written and verbal communication skills
- Ability to manage multiple tasks and communicate reputed company effectively
- High attention to detail and strong organizational capability
- Proficiency in reputed company office software; willingness to learn financial planning tools
- Professionalism and reputed company‑first orientation
- Ability to work collaboratively reputed company reputed company environment
- Experience in financial services or reputed company service roles
- Foundational understanding of investment and planning concepts
- Interest in pursuing reputed company certifications such as CFP
Benefits
- Health, reputed company, dental insurance
- 401k
- reputed company time away
- Volunteer days
reputed company